A Beginner's Guide

to Automating
Your Business
The future is automated, this guide
will help you be a part of it.

A BEGINNER'S GUIDE TO AUTOMATING YOUR BUSINESS © 2023 - jaam Automation Ltd

 TABLE OF CONTENTS
PAGE

Introduction
Introduction 1

Chapter 01 What is automation for business? 2

Chapter 02 Demystifying intelligent automation 3-4

š Key features of intelligent automation 3-4

š As automation becomes more intelligent, 4
does it become more of a threat?

Chapter 03 Quick guide to automation technologies 5-6

Chapter 04 Automation use cases and their benefits 7-10

š Automating the Recruitment Process 7

š Industry sectors and use cases 7-10

Chapter 05 Bringing process automation into your business 11-12

š Conclusion 12

A BEGINNER'S GUIDE TO AUTOMATING YOUR BUSINESS © 2023 - jaam Automation Ltd

 INTRODUCTION
Introduction
Automation has the potential make your operations more efficient, help your
team work better, reduce mistakes and speed up how quickly you respond to
customers. But how do you actually go about automating your business? How
does standard automation differ from its advanced counterpart, intelligent
automation? What benefits does it truly offer, and which tools are essential for
its implementation?

This guide aims to answer all of these questions for you. In the following pages, we provide a
comprehensive, step-by-step approach to understanding and implementing automation in
your business operations. By addressing both the 'what' and the 'how', we intend to demystify
the process and set you on a clear path towards operational efficiency.

The significance of technology adoption has been underscored by recent studies from the
World Economic Forum, which spotlight it as a pivotal force in business transformation. As
many as 85% of organisations plan to onboard new technologies and expand their digital
reach. Key drivers include tapping into benefits like increased productivity, cost reduction,
improved accuracy and enhanced customer experience.1

This is not just speculative – the numbers speak for themselves. The global intelligent process
automation market is set for a meteoric rise, forecast to grow from a valuation of USD 13.2
billion in 2022 to an anticipated USD 51.35 billion by 2032. 2

The future is automated,

and this guide will help
you be a part of it.

1. https://www.weforum.org/reports/the-future-of-jobs-report-2023/digest#report-nav
2. https://www.precedenceresearch.com/intelligent-process-automation-market

011 A BEGINNER'S GUIDE TO AUTOMATING YOUR BUSINESS © 2023 - jaam Automation Ltd
Chapter 01 What is automation for business?

At its core, automation refers to the use of technol- What are repeatable,
ogy to perform tasks that would otherwise require
rule-based tasks?
human intervention. The most common candidates
for automation are a team's repetitive, rule-based These are tasks that occur frequently and are
tasks that don't require complex decision-making. carried out in a standard way, with little to no
Examples include data entry, sending out scheduled variation or need for human intervention. Because
emails, generating reports and sorting through files. they are easy to define and repeat, they are ideal
for automation, allowing machines and software to
As businesses have increasingly integrated auto- manage them efficiently. Automation excels at
mation into their operations, they have discovered a these tasks, due to the technology's consistency
multitude of advantages: and speed, removing the risk of human error and
boosting overall productivity.
Work is accelerated:
One of the most immediate benefits of
automation is increased efficiency.
Tasks that used to take hours can now be completed in a fraction of the time. This speed
comes with the added advantage of consistency and standardisation, making it easier for
businesses to scale operations without compromising on quality or control.

Efficiency leads to cost savings:

Faster turnaround times and a reduced risk of human error result in direct cost savings. Teams
are able to overcome the inefficiencies and delays that could be costing the business money.

Processes are consistent and compliant:

Automated workflows are standardised and digitised. Tasks are performed consistently and
correctly, ensuring compliance with industry best practices and regulations. Automation
technology also provides digital audit trails for improved transparency, oversight and control.

Teams are more agile:

Digital processes are easy to update as business requirements change. Also, with the ability to
access work tools and data securely from anywhere, teams can quickly adapt to an efficient
remote working model. This level of flexibility also makes businesses more attractive to top
talent.

Team members can focus on strategic initiatives:

With routine and repetitive tasks being handled by automation, employees are freed up to
concentrate on more critical, high-value activities. This means they can engage in strategic
planning, innovation and decision-making, driving further growth and differentiation for the
business.

Companies create a more appealing work environment:

By creating the capability for more flexible working models and embracing modern tools and
practices, companies can create a working environment that is more appealing to top talent.

022 A BEGINNER'S GUIDE TO AUTOMATING YOUR BUSINESS © 2023 - jaam Automation Ltd
Chapter 02 Demystifying intelligent automation

The landscape of business process automation has

Hybrid working enhances undergone significant changes over the years, evolving
from basic rule-based tasks to complex operations
work-life balance
that involve decision-making and adaptation. This
An Ipsos survey of over 540,000 evolution can be broadly categorised into two phases:
participants across 95 countries basic automation and intelligent automation.
revealed several insights about
hybrid working. More than two-thirds In the early stages, automation tackled simple, rule-
(67%) of respondents said hybrid based tasks that didn't require complex decision-
working had a positive impact on making. Think of it as the 'assembly line' model but for
their work-life balance. A significant digital tasks. Examples include:
85% noted savings in both time and
money due to the absence of daily Entering data into spreadsheets or databases
commutes, while almost a quarter Moving files from one location to another on a
(23%) said remote working server
enhanced communication and
Generating reports at specific times without
collaboration, and sped up decision-
human intervention
making.3
Sending out bulk emails based on pre-set criteria

Over the years, automation has become more intelligent due to advancements in technology and the
growing demands of businesses. With the explosion of big data, for instance, there's been a growing need for
systems that can quickly sort, understand and use this large amount of information.
'Intelligent automation' is the term used to describe an approach that marries traditional basic automation
methods with artificial intelligence (AI) technologies. It goes beyond merely automating repetitive tasks to
understanding, learning and even predicting.

Deloitte's Global Intelligent Automation study highlights a rising trend in adopting tools like Robotic Process
Automation (RPA) and Optical Character Recognition (OCR). In 2015, only 13% of organisations contemplated
investing in RPA. By contrast, 2021/22 data revealed that 74% had already integrated RPA into their
organisations, and 50% had adopted OCR.4

Additionally, businesses that advanced beyond piloting intelligent automation saw an average cost
reduction of 32%, up from 24% in 2020.5

Key features of intelligent automation

eLearning and adaptation:

Unlike traditional automation, intelligent systems can adapt to changes in the environment
or in the data they process, making them more resilient and flexible.

3. https://www.weforum.org/agenda/2022/12/hybrid-working-remote-work-office-senior-leaders/
4. https://www2.deloitte.com/mt/en/pages/rpa-and-ai/articles/Intelligent-Automation-Fuels-Digital-Ambitions.html
5. https://www2.deloitte.com/za/en/insights/focus/technology-and-the-future-of-work/intelligent-automation-2022-survey-results.html

033 A BEGINNER'S GUIDE TO AUTOMATING YOUR BUSINESS © 2023 - jaam Automation Ltd
Chapter 02 Demystifying intelligent automation

Complex task handling: What is a

Intelligent automation can manage multi-step operations decision tree?
that involve decision trees, prioritisation and complex rule A decision tree is a graphical
sets. representation used for decision-
making, problem-solving or data
Human-machine collaboration: classification. It's called a "tree"
because it starts with a single "root"
As automation grows more intelligent, it creates more
that branches off into multiple
opportunities for supporting people at work. Machines excel
solutions, just like the branches and
in fast, accurate, data-driven tasks, whereas humans
leaves of a tree. The root represents
contribute professional knowledge and judgement,
the initial problem or decision to be
contextual understanding, creativity and empathy. Working
made. From there, various branches
alongside each other, humans and automated systems
represent potential outcomes, actions
can be more productive and deliver more value to the
or further questions that stem from
business. An example is an intelligent chatbot that acts as the previous state. The leaves, or
a virtual assistant in a customer success team, supporting terminal nodes, represent the final
reps with timely information. outcomes or decisions.

As automation becomes more intelligent,

does it become more of a threat?

With the rise of intelligent automation, it is natural for

many in the workforce to question the impact on their jobs.

“
Although it unlocks more opportunities for delegating
tasks to technology, and certain job roles are evolving as a “RPA takes the robot out
result, the goal of intelligent automation is not to make of the human. Intelligent
human talent redundant. automation should be viewed as
a strategic initiative designed to
Instead, it is a tool that can assist and optimise, rather free human resources from tasks
than replace, the inherent qualities and skills of the human better suited for machines.” –
workforce. As Professor Leslie Willcocks of the London Professor Leslie Willcocks
School of Economics and Political Science aptly put it...

Burnout is a growing problem.

As certain roles transform, new
According to Gallup's annual survey on the state of the global
opportunities will emerge. The World
workplace, stress and burnout levels have been climbing for
Economic Forum estimates that by
over a decade and are now at an all-time high. Three out of
2025, technologies like automation
five people (61%) in England and Wales said they felt will create at least 12 million more
exhausted at the end of the working day; and more than half jobs than they displace.7
of respondents (55%) felt that work had become more
intense and demanding.6

6. https://www.theguardian.com/society/2023/jul/23/people-at-increased-risk-of-burnout-due-to-more-demanding-workdays-tuc-says
7. https://www.weforum.org/agenda/2023/01/how-automation-will-pull-us-through-the-labour-shortage-davos23/

044 A BEGINNER'S GUIDE TO AUTOMATING YOUR BUSINESS © 2023 - jaam Automation Ltd
Chapter 03 Quick guide to automation technologies

The intelligent automation landscape consists of various technologies, each with its own
unique strengths. Here's a brief overview of some essential tools. The mix and application
of these technologies will depend on your organisation's unique needs and objectives.

Process Mapping
This software provides the tools for your team to visualise, organise and fine-tune your business processes.
With a clear map of your workflows, you can quickly identify inefficiencies, bottlenecks and redundant
steps. Having one central source of truth enhances collaboration and decision-making.

Jumping into automation with an imperfect process can exacerbate

issues, drain resources and undermine confidence in automation
Process mapping helps you
tools. Process mapping helps you set the stage for successful
set the stage for successful
automation projects by making sure your processes are understood,
analysed and optimised before implementation. automation projects by
making sure your processes
Workflow Automation are understood, analysed
A workflow automation platform is like an automated conductor, able and optimised before
to orchestrate complex multi-step processes for you, while ensuring a implementation.
seamless flow of data and work across your team or organisation.

This technology is designed to digitise, streamline and coordinate

tasks between different systems, human team members, and digital assistants like RPA robots and
chatbots. This saves you time, ensures deadlines are met, and makes it easier for your team to collaborate
from anywhere – ideal for a hybrid working environment.

Robotic Process Automation (RPA)

Using RPA, companies can develop software robots that automate routine and repetitive tasks, mimicking
human actions like mouse clicks and keystrokes, but at a faster pace. RPA is ideal for work that can be
digitised and consistently performed at high volume, such as transferring data between systems, compiling
reports, processing standard transactions and even executing analyses like price comparisons.

RPA robots can function in different modes. In 'attended' mode, they act as virtual assistants, aiding in tasks
while a human oversees their work. An 'unattended' robot serves as a virtual worker, initiating tasks through
workflow automation software without the need for human intervention.

Document Generation
This refers to the automated creation of documents using software. Instead of manually drafting each
document from scratch, users can input specific data into templates, and the software generates the final
document. This is particularly useful for repetitive documents like invoices, contracts or reports where only
specific information changes.

Intelligent Document Processing (IDP)

IDP involves the use of advanced technologies, including Optical Character Recognition (OCR) and AI to
capture, process and extract data from documents. It goes beyond traditional document scanning by not
only digitising the content, but also understanding and categorising the information. This allows businesses
to quickly convert unstructured data from paper or digital documents into structured data that can be
easily used and analysed.

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Chapter 03 Quick guide to automation technologies

AI and Machine Learning (ML)

These tech capabilities elevate intelligent automation to a level where tasks go beyond just rule-
based activities. AI and ML can be harnessed to analyse large, complex datasets and learn from
sthem, driving predictive analysi and decision-making.

By adding AI and ML to your automation toolbox,

you significantly expand the potential applications Your systems will be able to handle
more complex work and a wider
of automation within your business.
variety of processes.

Natural Language Processing (NLP)

A subset of AI, NLP gives machines the ability to understand, interpret and respond to human language. This
technology is particularly useful in automating customer service roles via chatbots or voice-activated systems.
Chatbots equipped with natural language processing can, for example, handle routine customer queries and
schedule appointments, freeing up human resources for more complex tasks.

ML and NLP can also be used to extract information from unstructured text sources and review vast tracts of
literature or content. In the legal field, for example, lawyers can use these capabilities to scrutinise contracts
and swiftly identify issues and errors that may have been overlooked due to human error.8

Optical Character Recognition (OCR)

Transforming scanned documents and images into editable, searchable data, this technology is invaluable in
automating data extraction for processes such as invoice handling, form processing and records
management. OCR reduces the need for manual data entry and enables quick searching and editing of
previously inaccessible information, providing a key building block for any intelligent automation platform.

The Internet of Things (IoT)

Sensors and smart devices can capture real-time
By integrating data from the physical information, such as live vehicle positions or
world into the digital world, the Internet environmental conditions, and feed this data into your
of Things (IoT) brings a new dimension automation workflows. This capability allows for more
to intelligent automation. context-aware automated processes and richer data
analysis, opening the door to real-time, data-driven
decision-making.

Analytics and Reporting Tools

Analytics and reporting tools offer invaluable insights into the performance of your intelligent automation
initiatives. These platforms gather data from various parts of your automated processes to produce detailed
reports and dashboards. Such insights offer a feedback loop for continuous improvement, identifying areas
where automation can be further optimised or refined.

Cloud Computing and Storage

Cloud-based solutions support the infrastructure requirements of an intelligent automation ecosystem. They
offer scalability, flexibility and ease of deployment, often at a lower total cost of ownership compared to on-
premise solutions. Cloud computing enables you to deploy and manage automation tools and resources
anywhere, making it easier to adapt to changing business needs and support a hybrid workforce.
By judiciously selecting and integrating these technologies, organisations can build a robust, flexible, and
scalable intelligent automation environment.

8. https://businesslawtoday.org/2022/02/how-ai-is-reshaping-legal-profession/

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Chapter 04 Automation use cases and their benefits

Automation has transcended its early role as a simple time-saver for mundane tasks and
evolved into a multi-faceted tool that can drive efficiency, reduce errors and support decision-
making. Its applications are vast and its impact is felt across a variety of industries and
departments.

One way automation can be used in many different industry sectors is to digitise and optimise
the recruitment process.

Automating the Recruitment Process

Online Application Automatic Screening Interview Scheduling

Candidates submit an application form The system reviews the application and Qualified candidates receive an option to select
online, uploading necessary documents instantly qualifies the candidate. An their interview slots, which are then
and evidence of qualifications. automated email informs the candidate automatically synced with the interviewer's
about their status. calendar.

Pre-Interview Post-Interview Second Interview

Preparations Workflow & Job Offer
Based on the interview outcome, After the second interview, successful candidates
Tasks for the internal team regarding the candidates are either directed to the next receive an automated job offer, and emails are
interview are generated automatically. process phase or given a link to schedule sent to their referees for verification.
a second interview.

Credential Certification Alerts

Onboarding
Management & Integration

Once the offer is accepted, the workflow All staff details, certifications and The system sends reminders about membership
begins the onboarding process, including qualifications are stored in a centralised renewals and certifications. Furthermore,
setting up accounts, ordering necessary database. qualifications are automatically integrated into
equipment and scheduling the start date. relevant communications.

Here are more examples illustrating the application and benefits of automation in various business functions
and industry sectors:

Finance and Accounting

In finance and accounting, many tasks can be streamlined through intelligent automation, reducing the
likelihood of errors. This includes responsibilities like invoicing, payroll processing and managing expenses.

For instance, a notable steel producer sought to improve its vendor invoicing and payment process.
With a team of over 60, the company initially had extended payment turnarounds of 7-10 days and
faced challenges in timely vendor payments. After integrating RPA into their operations, the time
required to process each invoice was reduced to just a day. Not only did this enhance the efficiency
of vendor payments, but it also allowed a segment of the team to transition from repetitive tasks to
more strategic roles.9

9. https://www.uipath.com/resources/automation-case-studies/amns-streamlines-invoice-processing-with-document-understanding

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Chapter 04 Automation use cases and their benefits

Similarly, a financial technology firm experienced challenges in manually preparing Excel templates
for VAT returns for numerous entities in China. Recognising the toll it took on staff morale and effi-
ciency, an RPA solution was developed. This automation aimed to streamline the VAT returns proce-
dure and incorporated a centralised data analysis and storage component. As a result, the time spent
on this process was reduced from around 1,400 hours to 280 hours per year. Beyond the time
savings, the new process provided an opportunity for the team to focus on deriving insights from the
data, which could benefit their broader business strategy.10

Legal
In the legal sector, intelligent automation simplifies and speeds up traditionally complex tasks. The 2023 Litify
State of AI Report found that as many as 95% of legal professionals using AI say it saves them time each
week on their legal work. Furthermore, 75% believe AI will positively shape the industry, especially in
managing workload and improving access to legal services.11

Here are some key areas where automation is already making its mark:

Drafting, summarising and analysing documents:

For routine documents or contracts, automation can help generate drafts based on predefined
templates. For instance, upon the close of a case, an automation system can populate a client update
letter with key details, ensuring speed and consistency. Legal teams can also use NLP tools to quickly
scan vast amounts of legal content, pinpointing vital information, discrepancies or sections needing
human review.

Contract management:
With the addition of AI, contract analytics tools can highlight potential risks or beneficial opportunities
within legal agreements. This insight supports firms in negotiating favourable terms and alerts them to
contracts needing renewal or compliance scrutiny.

eDiscovery:
This step can be notably time-intensive. Automation helps teams to filter emails, documents and
messages to extract pertinent material.

Billing and time tracking:

To reduce the admin load, automation can quickly and accurately calculate billable hours and prompt
invoice generation.

81%
Human Resources
Intelligent automation allows HR teams to free up time for strategic
of HR leaders have
planning and employee engagement. In fact, 81% of HR leaders have
already explored or implemented AI solutions to improve process already explored or
efficiency within their organisations. This supports HR's transition from a implemented AI
primarily administrative role to one that adds significant value to the solutions to improve
organisation's human capital strategy. process efficiency
Onboarding is one key area where automation and AI can support HR. This
within their
process is typically labour-intensive, involving mountains of paperwork. organisations
Any delays hinder new hires from settling in and getting to work.

10. https://www.ey.com/en_za/digital/how-rpa-can-improve-efficiency-and-employee-engagement
11. https://www.legaldive.com/press-release/20230726-62-of-legal-professionals-are-not-using-ai-and-feel-the-industry-is-not/

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Chapter 04 Automation use cases and their benefits

The average attrition for first-year employees is 13%, attributed in large part to ineffective onboarding
processes.12 Automation can address this by fast-tracking the provision of new starter forms, approvals,
equipment, accounts, software licenses and more.

Another use case for AI in the HR function is to use its capabilities to analyse employee feedback and
sentiment through periodic surveys. This provides actionable insights into team morale, workplace culture
and potential areas for improvement.

Banking
The banking sector regularly handles a high volume of documents in both structured and unstructured
formats. Previously, automatically processing unstructured data wasn't feasible, leading to manual
interventions in such a document-intensive environment, which was not only time-consuming but also prone
to errors.

However, by implementing automation and AI solutions, banks can now efficiently extract data from
documents like passports, identity proofs and mortgages. They even have the flexibility to tailor machine
learning models to the unique types of documents they encounter. This automated extraction process
dramatically cuts down on document handling time, boosting efficiency substantially.

For instance, a leading US bank employed AI to streamline their email processing. By cutting down
just 1 to 2 minutes per email, they saved an impressive $20 million every year.13

Public Sector
The adoption of RPA in the public sector holds immense promise. Organisations are often inundated with a
growing backlog of work, a build-up of caseloads, constant policy updates that necessitate integration into
established practices, and teams spread thin as they juggle daily operations with the goal of pushing their
organisation forward. RPA offers a chance to streamline these processes, redirecting focus towards pressing
tactical priorities and enabling more efficient service delivery.

Deloitte's collaborative review with a major UK police force offers insight into the broad spectrum of
possibilities with RPA. Their findings highlighted an array of potential applications: from automating traffic
offence procedures, updating alcohol licenses and assisting crime reporting, to auditing intelligence systems
and bolstering efforts against cyber-crime.

The National Crime Agency in the UK, for example, implemented intelligent automation to process
the alerts and requests it receives from Interpol, the international police agency. The NCA receives
360,000 of these a year, which previously were processed manually. An intelligent automation system
has cut processing time by 79%, saving 28,000 hours for the Agency to redirect toward other priori-
ties.14

12. https://www.nintex.com/use-case/employee-onboarding-process-automation/
13. https://www.uipath.com/blog/ai/banking-and-financial-services-ai-powered-automation
14. https://www.cgi.com/uk/en-gb/case-study/public-safety/cgi-and-national-crime-agency-partner-to-deliver-an-intelligent-automation

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Chapter 04 Automation use cases and their benefits

Manufacturing
In manufacturing, automation goes beyond physical robots on the production line. Using IoT, analytics, and
other capabilities, organisations can gather, process and analyse large datasets from their operations to
identify and resolve bottlenecks and inefficiencies. These insights help manufacturers make informed
choices about how they allocate resources and plan ahead.

One chemical manufacturer sought an innovative way to manage rising customer demands and
increasing competition in the market. They chose to introduce workflow automation technology. This
enabled them to automate various tasks across their operations, from sales to procurement, while also
boosting workplace safety and customer service measures.

As a result, they enhanced internal communication and sped up response times, with a significant
impact on their bottom line. In the procurement department alone, this manufacturer saved $800K
and reduced the time required for each procurement request by three weeks.15

Membership Organisations
Chartered institutes and other membership associations play a crucial role in maintaining professional
standards across various industries. They achieve this by setting and enforcing ethical guidelines,
professional competencies and best practices, thereby upholding the integrity of their respective fields.

One leading global membership organisation representing arbitration professionals sought an

efficient platform for members to manage annual renewals and payments, accessible via mobile or
PC. Their legacy digital membership renewal system was causing delays and errors in updating
records. A solution was developed that integrated their existing CRM data into a workflow automation
platform to streamline membership renewals, and processed online payments via a secure payment
gateway. The platform offers real-time membership updates and automated reports, providing key
insights to steer operational and membership strategies during the renewals period. This new system
has seamlessly processed more than £3.5M in membership renewals, with more than 95% of profes-
sionals renewing their memberships and 80% being processed straight through.16

Higher Education
There are a great many high-volume tasks in universities and other tertiary education institutions that are
ripe for automation. Prime candidates include attendance management, student enquiries and enrolment
processes.

Student admission applications are comprehensive and involve numerous documents across different
departments. Intelligent automation can take over repetitive tasks like evaluating enrolment criteria, ensuring
that applications are complete, communicating requests for missing documentation and updating
application statuses.

With institutions receiving a large number of enrolments every term, the process can become overwhelming.
A technology such as RPA addresses this by employing AI-assisted robots that can sift through both
structured and unstructured data, validate and update enrolment statuses, dispatch tuition statements and
reminders, and synchronise databases throughout the institution, ensuring a smooth enrolment experience.

15. https://www.nintex.com/case-study/buckman-saves-800k-by-automating-purchase-requests/
16. https://jaamautomation.com/ciarb-membership-renewal-platform/

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Chapter 05 Bringing process automation into your business

Implementing automation in your organisation

By following a structured approach, you can
requires careful planning to harness the full
pinpoint the processes best suited for
potential of both the technology and your team.
automation and introduce them in ways that
optimise efficiency and ROI.

Here's a step-by-step guide:

01 Discovery Phase
The first step in integrating automation technologies is a comprehensive discovery phase. This involves
assessing the organisation's existing processes and workflows to identify components that are ideally
placed for automation. During this stage, a process mapping exercise can be conducted to gain a
detailed understanding of the tasks, sequences and dependencies involved.

02 Optimisation First
Due diligence in
It's crucial to recognise that automation is not a silver bullet for selecting the right
fixing suboptimal or broken processes. Rather, processes should be technology stack is
optimised for efficiency and effectiveness in conjunction with essential. Consider
implementing automation technologies.
compatibility,
scalability and long-
03 Vendor Selection term support when
evaluating different
Due diligence in selecting the right technology stack is essential.
solutions.
Consider compatibility, scalability and long-term support when
evaluating different solutions.

04 Pilot Deployment
Once the discovery phase is complete, a pilot or trial run is typically initiated. This not only tests the
chosen technology but also provides valuable insights into any adjustments needed, serving as a
validation of the initial business case.

05 Development & Configuration

Regardless of the specific technology used, a set of detailed instructions or workflows is created to
guide the automation. These are typically configured by in-house or contracted developers familiar with
automation technologies.

06 Deployment & Monitoring

Automation processes are deployed into the client's operational environment.

01111 A BEGINNER'S GUIDE TO AUTOMATING YOUR BUSINESS © 2023 - jaam Automation Ltd
 Conclusion

Final thoughts
As we move forward, intelligent automation will continue to play a vital role in business transformation,
providing clear opportunities for growth and innovation. However, to harness its full potential, it's crucial
to invest in the right strategies, skills and solutions, ensuring your team and business get the most value
from the technologies you choose.

Where to from here?

At the heart of any successful automation initiative lie two fundamental pillars: people and
technology. And of these, people undoubtedly take precedence. The right individuals, armed with
a clear vision, expertise and the necessary skills, can help your organisation unlock the potential
of automation. Partner with jaam and you'll have the support of our large pool of seasoned
technology professionals to ensure your automation project is a success from the get-go.

We can also build capacity within your organisation. Through our comprehensive mentoring,
training and implementation memberships, we empower your existing team, arming them with
the skills and expertise essential to take your intelligent automation projects forward.

jaam are automation experts. The Successful transformation can only

hottest technologies, finest skills be achieved using the right tools for
and best people have come the right job. jaam supports
together to establish jaam - a businesses like yours from idea
company that puts people at the through to automation, starting with
forefront of automation. We believe the best and most appropriate
that businesses are human and the software. We bring our deep bench
solutions we build are designed to of technology and experience to
support the people within your ensure the best possible result for
organisation. every project.

PEOPLE TECHNOLOGY

Do you have a project in mind?

Connect with the jaam team

0203 468 3579

[email protected]

jaamautomation.com
012
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 0203 468 3579
[email protected]

jaamautomation.com

013
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